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Stagwell shares owned by Creative Planning

Quarter-by-quarter ownership of Stagwell (STGW) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Stagwell

Tip: Access up to 7 years of quarterly data

All positions including Stagwell held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stagwell by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 40k 7.02
2024-06-30 $145k 21k 6.82
2024-03-31 $67k 11k 6.22
2023-12-31 $75k 11k 6.63

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Stagwell

Hotchkis and Wiley Capital Management
Goldman Sachs Group
BlackRock
BlackRock
Vanguard Group
Schroder Investment Management Group
AltraVue Capital
Robeco Investment Management
Geode Capital Management
Toron Capital Markets
State Street Corporation
PENN Capital Management
Dimensional Fund Advisors
New York State Common Retirement Fund
HighTower Advisors

View all funds holding Stagwell